SWP Financial LLC cut its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 71.4% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 8,059 shares of the exchange traded fund’s stock after selling 20,122 shares during the quarter. SWP Financial LLC’s holdings in iShares Gold Trust were worth $710,000 as of its most recent SEC filing.
Other large investors have also bought and sold shares of the company. Godfrey Financial Associates Inc. bought a new position in iShares Gold Trust in the fourth quarter valued at approximately $25,000. Monetary Solutions Ltd bought a new stake in shares of iShares Gold Trust during the fourth quarter worth $26,000. Rossby Financial LCC raised its holdings in shares of iShares Gold Trust by 75.7% during the fourth quarter. Rossby Financial LCC now owns 325 shares of the exchange traded fund’s stock worth $26,000 after acquiring an additional 140 shares during the period. Gables Capital Management Inc. raised its holdings in shares of iShares Gold Trust by 173.1% during the fourth quarter. Gables Capital Management Inc. now owns 355 shares of the exchange traded fund’s stock worth $29,000 after acquiring an additional 225 shares during the period. Finally, Motiv8 Investments LLC bought a new stake in iShares Gold Trust in the 4th quarter valued at $29,000. 59.67% of the stock is owned by institutional investors.
iShares Gold Trust Trading Down 0.7%
Shares of NYSEARCA IAU opened at $78.80 on Tuesday. The firm has a market cap of $67.09 billion, a PE ratio of 5.53 and a beta of 0.15. iShares Gold Trust has a 1-year low of $61.37 and a 1-year high of $104.40. The company has a fifty day moving average price of $85.35 and a 200 day moving average price of $87.72.
Key iShares Gold Trust News
- Positive Sentiment: Gold rebounded above the $4,200 level in early U.S. trading as traders balanced Fed hike risk against easing energy-risk premiums and progress in U.S.-Iran negotiations. Gold rebounds above $4,200 as markets weigh Fed hike risk, Iran progress – Kitco AM Report
- Positive Sentiment: Some analysts still see long-term upside for gold, with commentary saying the pullback may be a buying opportunity and that gold can eventually move much higher. Gold Just Dropped $68. Peter Schiff Says That’s Your Buy Signal.
- Neutral Sentiment: Gold attempted to rebound despite rising Treasury yields, suggesting the market is still searching for direction rather than entering a clear trend. Gold (XAUUSD), Silver, Platinum Forecasts – Gold Attempts To Rebound Despite Rising Treasury Yields
- Neutral Sentiment: Gold ETFs remain a focus for investors, with one article highlighting other gold funds as potential buys, which underscores continued interest in the sector. 3 Great Gold ETFs to Buy Now
- Negative Sentiment: Morgan Stanley said gold may struggle to reach its bullish 2026 target without a meaningful rebound in ETF inflows, pointing to weaker near-term demand. Gold price will struggle to reach $5,200/oz in 2026 without strong ETF inflows – Morgan Stanley
- Negative Sentiment: Bank of America said the Fed’s tighter policy stance is creating hurdles for gold, tempering bullish expectations in the near term. Bank of America says gold can still hit $6,000, just not anytime soon
- Negative Sentiment: Gold opened lower at the start of the trading week, with the stronger dollar and firm yields continuing to pressure prices. Gold Price Analysis – Gold Drops at the Open
- Negative Sentiment: Gold and silver remained under pressure from dollar strength and higher Treasury yields, reinforcing the headwind for bullion-linked funds like IAU. Gold and Silver Price Forecast: Dollar Breakout Keeps Metals Under Pressure
iShares Gold Trust Company Profile
iShares Gold Trust (the Trust) is to own gold transferred to the Trust in exchange for shares issued by the Trust (Shares). Each Share represents a fractional undivided beneficial interest in the net assets of the Trust. The assets of the Trust consist of gold held by the Trust’s custodian on behalf of the Trust. The sponsor of the Trust is iShares Delaware Trust Sponsor LLC (the Sponsor), which is an indirect subsidiary of BlackRock, Inc The trustee of the Trust is The Bank of New York Mellon (the Trustee) and the custodian of the Trust is JPMorgan Chase Bank N.A., London branch (the Custodian).
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